11 Oct 2019

Client Administrator

Ref 32736

A small Trust company is looking for a Client Administrator, to ensure that a consistently high-quality service is delivered in the daily administration of a portfolio of Trust, Company and Private Client relationships while also ensuring efficiency and profitability thereof.

Main duties:

  • Assist in the administration of Trust, Company and other Private Client relationships 
  • Draft Trust and Company minutes and correspondence to clients
  • Maintain and update client due diligence
  • Record information on database to include electronic filing
  • Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionalS

The desirable candidate will have excellent time and organisational skills, superb analytical skills and an innate ability to know what the client wants, have 2-3 years’ experience within a Trust Admin role and excellent IT skills.

No qualification needed but should be willing to work towards one.

 

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